This document summarizes a presentation about pre-boarding new hires in PeopleSoft. It defines pre-boarding as the period between a new hire accepting a job offer and their first day. The presentation discusses why pre-boarding is important, as it can help reduce first-year attrition rates and improve the onboarding experience. It then provides an example of a sample pre-boarding process, which involves sending new hires a welcome message, collecting HR forms and tax documents, reviewing policies, and completing surveys before their start date. The goal of pre-boarding is to engage new hires early and ensure their HR records are created in PeopleSoft before their first day of work.

1. Presented by:
Session ID
Pre-board Your New Hires for
PeopleSoft
Doris Wong, Smart ERP Solutions, Inc.
SmartERP Mini-Sessions 4/29/2021 1:15pm EDT

2. • 30+ years in management, strategy,
development and consulting in HCM/ERP
business applications
• 25+ years working with PeopleSoft Applications
and Technology
• Former Group Vice President and General
Manager for PeopleSoft
• CEO @ SmartERP
PeopleSoft RECONNECT Envision 2
About Your Presenters – Doris Wong

3. Agenda
• Pre-boarding versus Onboarding
• Sample Pre-boarding Process
• Q & A via Chat or Contact Me
PeopleSoft RECONNECT Envision 3

4. Onboard
• Period of time between your new
hire’s first day on the job and the
end of their induction into the
company
• Period can span anywhere
between Day 1 and up to a year,
depending on the company’s
onboarding process
Pre-board
• Period of time between a new hire
accepting their job offer and their
first day
PeopleSoft RECONNECT Envision 4
Terminology – Pre-board vs Onboard

5. Why Should You Care
About Pre-boarding?
PeopleSoft RECONNECT Envision 5

6. PeopleSoft RECONNECT Envision 6
A new generation in our
workforce!

7. It’s All About Me!
• A new generation of employees (Age 19-35)
• A new set of engagement policies
• By 2025, millennials will account for 75% of the global workforce
• They will build a collaborative organization
• In the next nine years, 47% will work from home (Pre-COVID)
• Millennials thrive on fast interactive activities during onboarding

8. First Impressions Matter!
• Many new hires aren’t fully invested when they start a new job
• A study by Aberdeen Group of senior executives and HR staffing
and recruiting functions found a new hire’s decision to stay is
determined within first 6 months of employment
• 2014 survey of 1000 new hire respondents:
• 33% quit within 6 months
• 16-17% left between the first week and 3-month period
• Average company loses 1 in 6 of new hires in each of the first 3-months.

9. Average 1st Year New Hire Attrition
22.7%
4%*
*With Onboarding Best Practices
1st Year New Hire Attrition
PwC Saratoga US Human Capital Effectiveness Report Onboarding, The Path to Productivity, Aberdeen Group

10. General High Level Recruiting Process Flow
Create Job
Opening
Collect Applicant
Data
Manage Applicants
• Screen Applicants
• Route Applicants
• Interview Applicants
Make Offers Hire Applicants Engage Employees
90%+
Pre-boarding Onboarding Engage
EMPID
Created

11. New Hire Sample (Pre)Onboarding Process
Onboarding
Invitation
Welcome,
Culture,
Buddy
Program,
New Hire
Information
Forms I-9
Payroll,
Taxes, W-2,
Unlimited
Policies &
Benefits Info
Videos,
Self-
Training,
Surveys,
NEO
New Hire’s
HR Tasks
including
I-9 & E-
Verify
Automatic
Updates to
PeopleSoft
Theodore Piccolo
Residence: CA
Works: CA
Full-time
Executive VP
Leticia Marcus
Residence: NJ
Works: NY
Part-time
Manager - IT
Francis Jung
Residence: AZ
Works: CA
Part-time
Manager - Finance
Mark Smith
Residence: OR
Works: CA
Full-time
Staff - IT
S
t
a
r
t
D
a
t
e
90%+
Pre-boarding Onboarding
EMPID
Created
Person
Job
Position
Payroll
W-2, I-9
Emergency Contact
Self-Identification
Before
Start
Date

12. Self-Registration Login

13. New Hire Welcome Home Page

14. New Hire’s Pre-boarding Process

15. New Hire: Federal W-4 Form including Mobile Responsive

16. New Hire: Automatic and Compliant Live and Work State Tax Withholding

17. New Hire: Compliant Form I-9 and USCIS Process

18. New Hire: Uploading Documents Anywhere In Onboarding Process

19. New Hire: Unlimited Policies with Audit Trail (sample)

20. New Hire: Unlimited Policies with Download Documents

21. New Hire: Unlimited Configurable Surveys or Questionnaires

22. Pre-Hire: Summary and Submit to HR – PDF Copies in Zip

23. New Hire: Completed Pre-boarding and Confirmed – Submit to HR

24. Contact me:
Session ID:
Q & A thru Chat
To Learn More About
Pre-Boarding and Automating HR’s Role
Doris Wong
doris.w@smarterp.com
(925) 699-0832
SmartERP Mini-Series 4/29/2021 1:15pm PDT

25. Save the date!
4 jam-packed days of
practical deep dive
PeopleSoft digital learning
October 4 - 7, 2021
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